Alena Meeker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the Foust/Meeker Team in 2007 and brings 18 years of financial services experience to her role. Alena focuses on building trusting and beneficial relationships with individuals and families, providing a holistic approach to wealth management and advice. Her areas of expertise include client relationship management, investment analysis, and the development of customized asset allocations and financial strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Prior to joining Merrill Lynch, she worked as a Financial Advisor with Morgan Stanley and as a registered sales assistant at Robertson Stephens. Alena holds a Bachelor's degree in Political Economies from the University of California Berkeley and is a Chartered Financial Analyst (CFA) Charterholder. She is a member of the CFA Society of San Francisco and a council member of the San Francisco Innovators Network. Alena is fluent in French, Spanish, and English.

Stacy Hering Astor is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Inc. and Sentra Securities Corporation. Outside of her advisory role, she owns a financial and insurance services corporation that sells various types of insurance and serves as a trustee managing trust funds for beneficiaries. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and private-equity ownership.

Adam Jakubowitz is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and eight years of industry experience. His prior work includes two years at Fisher Investments before joining J.P. Morgan in 2017. He serves as a board member and treasurer for Jewish Learning Works, an educational organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, covering a range of eligible strategies that may include ESG frameworks.

Ethan Burak is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held various roles including food and beverage server and bartender at The Cantina. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives and third-party managers.

Barrett Jackson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James and Associates and Texas Capital Bank. Outside of his advisory role, he works as a tutor and academic coach for Varsity Tutors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Arch Hoffman is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, Hoffman serves on the board of directors for the Red Cross and teaches basic financial planning to high school students through Columbia University’s summer program. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Aneil Rai is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services as well as in contract roles with Salesforce and Checkr. His background also includes positions at Eden Housing and Whole Foods Market. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to develop tailored client plans.

Sean Anderson is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles in security firms and the California Highway Patrol. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by advanced modeling tools and a structured planning process.

Julie Flieder is a financial advisor with Morgan Stanley in San Francisco, holding the Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Michael James is a Series 66-licensed financial advisor at Equitable Advisors in San Francisco, CA, with six years of industry experience. His prior work includes roles at Bay Area News Group, Whole Foods Market, Saint Mary's College of California, and Amazon. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jason Thai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo since 1990 and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

William King III is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously held positions at Citigroup Global Markets and Citicorp Investment Services. He is based in Oakland, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party analytics to inform its investment approach.

Amanda Carney is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Merrill and Wells Fargo, where she has been employed since 2008. Outside of her advisory work, she serves as power of attorney for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Daniel Friel is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in San Francisco. He has been serving clients since 1985, providing expertise in family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Daniel and his team focus on customized wealth planning and investment portfolio management tailored to successful individuals, families, and business owners, emphasizing accessibility and proactive communication. Daniel earned a Bachelor of Arts degree in Economics from Princeton University and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he resides in Orinda with his wife, Kathe, and their two children. He has actively contributed to his community by serving on the board of directors for the Arthritis Foundation of Northern California and the Orinda Youth Association, as well as coaching youth sports for over ten years. His personal interests include biking, chess, hiking, pickleball, skiing, and spending time with his family.

Undralyn Williams Reed is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and previously worked at TIAA Kaspick from 2013 to 2022. Reed is based in Oakland, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nicholas Denicke is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at 280 Securities LLC and BOK Financial Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customizable advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.

Adalberto Fuentes is a financial advisor with Merrill in San Francisco, CA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2015 and 2016 respectively. Fuentes serves as an advisory board member for St. Anne of the Sunset Church, a charitable organization, where he contributes to discussions on capital projects and cost management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katia Kandah is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she held roles at Target and was involved in education at San Jose State University and Prospect High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Allen Lu is a financial advisor with Cetera based in San Francisco, CA, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior experience includes roles at East West Bank, TD Ameritrade, and Scottrade. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a mix of discretionary and non-discretionary authorities.

Tristan Kao is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation. He has less than one year of industry experience, with prior roles at Equitable Advisors, Global Key Advisors, and McKenzie Adams. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques.